Specialties
Innovative Benefits & Insurance is a locally-owned insurance agency that services the SE Texas area. We provide employee benefits, individual health, life and Medicare Supplement products as a broker. The health insurance market has become increasingly more complicated, and Innovative Benefits wants to help you navigate carriers, networks, regulatory compliance as well as analyzing the need for ancillary products like dental, vision, life, disability, long-term care, cancer / critical illness, accident, LIfeLock, call-a-doctor-type services, etc. Let us help simplify the process for you.
Susan Lee, the owner of Innovative Benefits is a certified Small Group Specialist, a certified Healthcare Reform Specialist and a member of NAHU (National Association of Health Underwriters). Her agency has been servicing businesses and individuals specifically in health and life insurance since 2006.
History
Established in 2008.
Innovative Benefits & Insurance was started in 2008, however the owner, Susan Lee, has been working with corporate clients and their employees since 2006. Susan went into insurance because she has a strategic ability to source carriers / company products that will be the most beneficial to her corporate and individual clients alike. She has an arsenal of resources that will help them save money and / or increase benefits.
Meet the Business Owner: Susan S.
Susan Stokes Lee has been serving client's insurance needs since 2006. Her experience includes positions in staffing agencies and a local PEO in the capacities of recruiter, benefits administrator, management and accounting before going into the health and life insurance profession. Therefore, she understands her client's needs on both sides of the desk, i.e. utilizing benefits to recruit and maintain quality employees as well as making reporting, payroll and invoice auditing as painless as possible. Customer service is paramount when assisting clients: troubleshooting any claims issues, billing discrepancies or answering any questions all while handling sensitive and confidential information with professionalism. As broker, she has direct relationships with carriers offering major medical, as well as those offering ancillary products and workplace benefits.